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楼主 |
发表于 31-12-2006 12:43 AM
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发表于 31-12-2006 02:12 AM
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c56733 和 精明兄的精彩分析
讓我又學了一堂課 |
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楼主 |
发表于 31-12-2006 03:28 AM
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原帖由 Notti_Catherine 于 31-12-2006 02:12 AM 发表
c56733 和 精明兄的精彩分析
讓我又學了一堂課
你对用什么品牌的纸巾会不会很挑？ |
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发表于 31-12-2006 03:34 AM
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原帖由 c56733 于 31-12-2006 03:28 AM 发表
你对用什么品牌的纸巾会不会很挑？
我没意见。这种事情太小事了。随便什么牌的都用！！ |
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发表于 31-12-2006 02:00 PM
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原帖由 精明小子 于 30-12-2006 11:22 PM 发表
媽﹕你因為你家裡很有錢阿﹗有便宜的不買要買貴的﹗察了屁股會滑點啊﹗
察了屁股是不会滑點滴,粗的卫生纸会察伤你娇嫩的屁股啦! 还是改用CUTIE COMPACT 或是 ROYAL GOLD吧！
ＰＲＩＭＩＥＲ 是攻中低档的客户
ＣＵＴＩＥ COMPACT 是攻中高档的客户
ROYAL ＧＬＯＤ 是攻高档的客户
你属于哪一档的ＮＴＰＭ都有适合于你的！这就是高明的ＭＡＲＫＥＴＩＮＧ ＳＴＲＡＴＥＧＹ ！
从ＲＭ０．３０ 到 ＲＭ０．６０ 开一番应该不难！ |
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楼主 |
发表于 31-12-2006 04:03 PM
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发表于 31-12-2006 07:31 PM
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原帖由 c56733 于 31-12-2006 03:28 AM 发表
你对用什么品牌的纸巾会不会很挑？
基本上..我媽都是買Cutie的廁所紙
但是包裝的tissue
則會時常更改
有時Royal Gold , 有時Watson 的 pink Panther
都蠻挑的 |
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楼主 |
发表于 31-12-2006 10:41 PM
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原帖由 Notti_Catherine 于 31-12-2006 07:31 PM 发表
基本上..我媽都是買Cutie的廁所紙
但是包裝的tissue
則會時常更改
有時Royal Gold , 有時Watson 的 pink Panther
都蠻挑的
Watson也出自家牌子的纸巾了，现在我还没查出它的纸巾不知是不是NTPM跟它OEM代工出产的。
据我了解，新加坡最大的平价市场卖的自家牌子，是NTPM代它生产的，牌子名是Budget。 |
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发表于 1-1-2007 12:34 AM
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楼主 |
发表于 1-1-2007 08:14 AM
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原帖由 天下第一...笨 于 1-1-2007 12:34 AM 发表
元旦快乐！
我算是个婴儿级的股票新手，难得看到一个认识的品牌，忍不住想吱喳一下
这是我的个人经验：我比较喜欢premier的纸巾（不过最近的似乎有点薄），买过其他品牌（便宜的），更不满意 ...
元旦快乐！
在这个消费世界里，每个人的选择都不一样。
有的人喜欢便宜的、有的人要求品质、有的人随便买、有的人只买自己心头好的品牌。
这就是所谓的“一种米养百种人”。 |
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发表于 1-1-2007 07:58 PM
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原帖由 c56733 于 31-12-2006 10:41 PM 发表
Watson也出自家牌子的纸巾了，现在我还没查出它的纸巾不知是不是NTPM跟它OEM代工出产的。
据我了解，新加坡最大的平价市场卖的自家牌子，是NTPM代它生产的，牌子名是Budget。
我在Giant 和Jusco看到的是多数人都买Premier的tissue和Cutie Compact的卫生纸。我相信多数人会认为Premier和Cutie Compact代表便宜和好品质。所以她是有Brand Loyalty的。
成本增加可以隨意嫁禍給消費者嗎﹖如果tissue每条价钱增加５分，我相信消费者是不会介意，却能对NTPM的profit有很大的影响。
原帖由 c56733 于 31-12-2006 12:43 AM 发表
没错，现在有越来越多霸级市场也推出自己牌子的纸巾，且以较低的价格出售。
这也说明纸巾市场还是有利可图的。
Jusco出的tissue,toilet paper, kitchen tower (under "Jusco Selection" brand) 是NTPM代工的，Jusco一向讲究品质，她会选择NTPM代表NTPM的实力。
可惜SushiKing用的tissue是Kimberly-Clark代工的... |
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楼主 |
发表于 2-1-2007 09:27 AM
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NTPM截止2006年10月31日的半年资产负债表
INTERIM FINANCIAL REPORT
FOR THE FINANCIAL PERIOD ENDED 31 OCTOBER 2006
CONDENSED CONSOLIDATED BALANCE SHEETS
(Unaudited) (Audited)
As at As at
31 October 2006 30 April 2006
(Restated)
RM'000 RM'000
ASSETS
NON-CURRENT ASSETS
PROPERTY, PLANT AND EQUIPMENT 161,045 165,195
PREPAID LEASE PAYMENTS 871 881
OTHER INVESTMENTS 63 63
DEFERRED TAX ASSETS 215 362
162,194 166,501
CURRENT ASSETS
Inventories 33,912 30,042
Trade receivables 43,517 41,391
Other receivables 3,838 7,639
Cash and bank balances 9,287 11,701
90,554 90,773
TOTAL ASSETS 252,748 257,274
EQUITY AND LIABILITIES
EQUITY ATTRIBUTABLE TO EQUITY
HOLDERS OF THE PARENT
SHARE CAPITAL 62,400 62,400
RESERVES 88,702 79,560
151,102 141,960
MINORITY INTEREST 531 504
TOTAL EQUITY 151,633 142,464
NON-CURRENT LIABILITIES
BORROWINGS 880 1,644
DEFERRED TAX LIABILITIES 15,542 16,197
RETIREMENT BENEFIT OBLIGATIONS 642 606
NEGATIVE GOODWILL - 94
17,064 18,541
CURRENT LIABILITIES
Retirement benefit obligations 22 22
Borrowings 53,115 59,310
Dividend payable - 7,188
Trade payables 12,119 13,167
Other payables 15,615 16,539
Tax payable 3,180 43
84,051 96,269
TOTAL LIABILITIES 101,115 114,810
TOTAL EQUITY AND LIABILITIES 252,748 257,274
Net Assets per share based on ordinary shares
of RM0.10 per each (RM) 0.24 0.23
The Condensed Consolidated Balance Sheets should be read in conjunction with the Annual Financial Report for the year ended 30 April 2006.
The accompanying notes are an integral part of this statement. |
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楼主 |
发表于 5-1-2007 12:17 AM
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纸巾选购常识
一、首先应选择大型企业、知名品牌的产品。这些企业的产品经过多次的国家监督抽查表明产品质量稳定、可靠。同时这些企业的产品生产设备先进，生产过程管理严格，使用的原材料质量好。虽然这些企业的产品价格可能相对贵一点，但使用时能保证卫生、舒适，用起来放心。
二、看包装。产品包装上应注明生产企业的名称、地址、电话等。还要注意看包装上是否注明产品的名称及所执行的标准、产品的等级。
三、最好选择用纯木浆生产的产品。纯木浆生产的产品生产企业一般会在产品的包装上注明，但也有的名不符实，纯木浆生产的产品一般匀度好、绉纹细腻、摸起来手感好，不掉粉、掉毛，湿强度也好。目前，纸巾纸的生产原料复杂，有棉浆、木浆、草浆、废纸边、废纸等。用棉浆生产的纸巾纸质量最好，但其产量极低，市场上难寻踪迹。用废纸边、废纸作原料生产的产品，产品质量一般在中、低档范围，一般来说强度较低，易掉毛、掉粉，有的见水就散，夏天用来擦汗时，纸毛就容易粘在脸上。
四、纸巾纸并非越白越好。纸巾纸产品标准中规定A等品的白度为85.0%～90.0%，有些生产企业为了提高产品白度，过量添加荧光增白剂，致使纸巾纸的白度超过90.0%，白度不符合标准的要求，这样的产品表面看起来白的不自然、色调不柔和。 |
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发表于 6-1-2007 06:00 PM
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我也对NTPM有信心
我也对NTPM的前景有信心。。可是没多余的钱to买她的股票。。所以只在星期五买了2000shares at RM0.37，以表我对NTPM的信心。。
我相信NTPM的股价会从IPO的RM0.50，跌到最低的RM0.26，是因为2.58M 的tax penalty，causing净利从约3千万左右，跌至2千万。
（strangely, I cannot find much news about tax penalty of NTPM, only source I have is from Bursa Malaysia.你们可知其详情？，Anyone has NTPM past volumn and price in 2005?)
NTPM过去的新闻:
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楼主 |
发表于 6-1-2007 07:06 PM
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谁还要2005年NTPM的Price和Volume。。。
请给我你的电邮。。。。 |
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发表于 6-1-2007 07:22 PM
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我向NTPM的询问（NTPM还没回复）。。。
我向NTPM的询问（NTPM还没回复）。。。
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
From: "Mr.Business"
Sent: Thursday, January 04, 2007 5:52 PM
To: 'nthb@ntpm.com.my'
Subject: Some enquiries for NTPM
Hi,
My name is "Mr.Business", a minor shareholder of NTPM. I wish to get more details on NTPM, but surpringly I found no "Investor Relations" on your website (http://www.ntpm.com.my/). I got email address of one of your directors, but I think I better email you (see if I get any response) before I email someone else. I have few enquiries/ requests for you.
1. I would like to get a prospectus when NPTM went for IPO listing on 25 April 2003, to further understand NTPM. I believe you should have a copy, could you email it to me? Thank you.
2. What is the status update of NTPM' expansion to oversea market (The ASEAN countries and the nations in the South Pacific as well as East Asean)?
3. In page 11 of annual report 2006, your managing director, Mr Lee See Jin said "As a further means to reduce production costs, the management is conducting a research in the production of pulp from local waste materials. This will significantly reduce the cost of raw materials as pulp fiber is a main raw material used in the production of tissue paper."
May I know what is the status of the research that Mr Lee mentioned in his statement?
4. From what I know, NTPM is OEM provider for below companies:
(a) NTUC Fairprice Co-Operative Ltd, Singapore under brand "Budget"
(b) Jusco Jusco, Malaysia under brand "Jusco Selection"
(c) Makro Cash & Carry Distribution (M) Sdn Bhd under brand "Aro"
(d) Giant TMC Bhd under brand "Royal"
Is my information correct? What are other companies that NTPM works as OEM?
5. In below 2 news reports, it was mentioned that NTPM planned to introduce high-grade wet wipes under Premier brand in 2005. May I know the status now? Because so far I did not see this product in market.
That is all for now. Thank you.
"Mr.Business"
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
NTPM plans capacity expansion
17 September, 2005
NTPM Holdings Bhd is embarking on capacity expansion which includes the launch of a new personal care product - wet wipes - for the domestic market.
The company had spent almost RM70million on its production facility in Seberang Prai, which included new machinery and purchase of land for expansion.
The Penang-based NTPM, one of the largest tissue manufacturers in the region, also plans to expand its warehouse facilities in Kuala Lumpur.
It also plans to increase its research and development (R&D) expenditure, through its newly set up subsidiary Nibong Tebal Technology (NTT) Sdn Bhd.
NTT aims to discover, develop and perfect any process, appliance or invention on the production technology and biotechnology for all kinds of paper products and recycling of waste materials related to the paper industry.
It is targeting Taiwan as a new market for its tissue products, along with Australia and New Zealand whilst sticking to its traditional export markets in South-East Asia.
Adapted from "Business Times", 17 September, 2005
http://www.mida.gov.my/beta/news/print_news.php?id=2140
More personal care revenue for NTPM
14 March, 2005
NTPM Holdings Bhd, one of the three leading tissue manufacturers in the South-East Asia, plans to boost significantly the contribution of personal care products to its revenue.
Group Managing Director Lee See Jin said personal care products such as diapers, cotton items and sanitary napkins accounted for about 10% of its revenue currently, while the rest came from tissue products.
Lee said NTPM would introduce high-grade wet wipes under the Premier brand in the second half of this year.
He said the company also planned to expand its daily tissue production next month. "We have acquired the machinery and will be able to produce an additional 100 tonnes of tissue products per day on top of the current 150 tonnes."
Lee said NTPM invested RM25 million in the latest machinery, which could also improve the quality of its tissue products.
At present, the group exports 30% of its tissue products to South Pacific countries. NTPM had just opened a sales office in Thailand.
Adapted from "The Star", 14 March, 2005
http://www.mida.gov.my/beta/news/view_news.php?id=1534
[ 本帖最后由 Mr.Business 于 19-1-2007 02:13 PM 编辑 ] |
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楼主 |
发表于 6-1-2007 07:32 PM
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原帖由 Mr.Business 于 6-1-2007 07:22 PM 发表
我向NTPM的询问（NTPM还没回复）。。。
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
From: "Mr.Business"
Sent: Thurs ...
你问的问题很详细，希望很快能看到你上贴NTPM的回复。
但也有可能NTPM有一些问题无法回答你，因为关系到商业机密。。。 |
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发表于 8-1-2007 10:14 AM
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原帖由 Traverer 于 16-12-2006 02:23 PM 发表
噢，
我给错资料了。
对不起...
我以为是 Lee Eng Sia，
在以下的 ｍｏｂｉｌｅ ｍｏｎｅｙ 的 介绍里有提到他曾当任 ＮＴＰＭ 的 ＭＤ，
所以我错觉是同一个人。。。
http://www.mmwallet.com/fou ...
原帖由 c56733 于 17-12-2006 03:34 PM 发表
我去查过了，Lee Eng Sia确实有在NTPM任职十二年，什么职位我不清楚。。。
在他任职期间，他协助NTPM打造两个知名品牌，
那就是PREMIER和Cutie。。。。
2003年报56页，2004年报72页和2005年报59页记载了Lee Eng Sia 在1-5-2002到30-4-2004之间和NTPM有生意来往。
＂Lee See Jin, a current substantial shareholder of the Company, is a brother to Lee Eng Sia. Priority Plus Sdn. Bhd. is a company related to Lee Eng Sia。＂
我想问大家2006年NTPM的net profit是20.92M，而Directors'Remuneration是3.24M （2006年报42页），会不会太多或合理？
| 4/30/2002 | 4/30/2003 | 4/30/2004 | 4/30/2005 | 4/30/2006 |
Net Profit (RMm)| 26.39 | 28.15 | 28.51 | 21.01 | 20.92 |
Directors'Remuneration (RMm)
Directors'Remuneration/Net Profit (%)
| 7.84% | 8.74% | 9.01% | 12.90% | 15.49% |
[ 本帖最后由 Mr.Business 于 8-1-2007 07:12 PM 编辑 ] |
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楼主 |
发表于 8-1-2007 07:07 PM
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今天闭市价RM0.38，起1分。。。 |
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楼主 |
发表于 8-1-2007 09:17 PM
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Google Finance里NTPM的业绩数据Key Stats & Ratios | Quarterly
(Oct '06) | Annual
(2006) | Annual
(TTM) | | Net Profit Margin | 12.47% | 8.76% | 12.14% | | Operating Margin | 15.23% | 11.91% | 14.77% | | EBITD Margin | - | 19.52% | - | | Return on Average Assets | 13.43% | 8.21% | - | | Return on Average Equity | 22.47% | 14.83% | - | | Employees | 1,606 | - | - |
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